Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Small Cap Value Fund II I1 Small Cap 0 in their Schedule of Assets, totaling $2.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FREEPOINT COMMODITIES LLC FREEPOINT COMMODITIES LLC 401(K) PLAN | STAMFORD CT | 395 | $100.5M | $751K |
| 2 | HARBOR EMPLOYEES, LLC HARBOR 401(K) PLAN | MIAMI FL | 458 | $52.5M | $406K |
| 3 | SHOES FOR CREWS LLC SHOES FOR CREWS LLC 401(K) PROFIT SHARING PLAN AND TRUST |
BOCA RATON FL |
| 214 |
| $11.7M |
| $229K |
| 4 | SHOES FOR CREWS NORTH AMERICA, LLC SHOES FOR CREWS NORTH AMERICA, LLC 401(K) PROFIT SHARING PLAN AND TRUST | BOCA RATON FL | 208 | $13.3M | $213K |
| 5 | SOUNDEXCHANGE, INC. SOUNDEXCHANGE, INC. 401(K) PLAN | WASHINGTON DC | 214 | $32.6M | $143K |
| 6 | MARKETBRIDGE CORP. MARKETBRIDGE CORP. 401(K) PS PLAN | BETHESDA MD | 106 | $10.8M | $95K |
| 7 | SHIJI US, INC. SHIJI US 401(K) PLAN | ATLANTA GA | 92 | $5.6M | $65K |
| 8 | THE WHALEN COMPANY THE WHALEN COMPANY 401(K) PLAN | EASTON MD | 131 | $11.7M | $35K |
| 9 | ZACROS AMERICA, INC. ZACROS AMERICA EMPLOYEES' 401(K) PLAN | NEWARK DE | 90 | $6.5M | $35K |
